Author Archives: Alan

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Does Cochlear Ltd. sound promising after a 50% drop?

The hearing-loss market is concentrated with a few companies pulling the strings. In the sub-segment of severe to profound hearing loss, the Australian company Cochlear Ltd. is the undisputed leader with a market share of more than 60%. Between 2005 and 2024, the stock 14-bagged, generating stellar returns for shareholders. Since then, however, shares dropped 50% in just two years, culminating in a 20% washout in one day after the recent results. A bit surprising for a dominating leader operating in a stable market with rising demand. Is the stock a crystal-clear opportunity or why the deafening silence from buyers?

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Inspire Medical Systems — The solution for a good night’s sleep?

Imagine you cannot sleep at night as suddenly your airways are blocked. In the best case, you “just can’t sleep”, because you wake up repeatedly due to breathing pauses. In the worst case, you suffer serious side effects from sleep fragmentation, causing high blood pressure, heart diseases, and possibly worse outcomes. Sleep apnea is a chronic disease doing exactly this. Affected patients sleep with a machine and mask combo on their face as a first-line treatment, but this brings its own side effects and burden. Inspire Medical Systems developed an implanted solution, solving many issues. Could the stock be a SWAN (sleep-well-at-night) pick?

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Copper or Salmon? The case of Northern Dynasty Minerals

Copper is an essential resource. Everything wired needs copper. Even though the entire electrified world needs and uses copper, supply and demand are rather concentrated in a few countries. North America is very rich in commodities, including untapped copper deposits. While it is self-sufficient in energy production, wouldn’t it make strategic sense to unlock these domestic copper supplies to secure future needs? You bet. But there’s an issue of a similar color.

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A look at Magnum Ice Cream after the spin-off

In December 2025, or two months ago, consumer giant Unilever spun off its ice-cream division. Despite still holding ~20% of stock of “The Magnum Ice Cream Company”, as the new entity is called, it will now be responsible on its own. It is a relatively big separation — TMICC has a market cap of 8 billion EUR. Unlike food in general and high-carb and -sugar in particular, ice cream has weathered the challenges of the sector even very well. That’s why I am checking now the stock of The Magnum Ice Cream Company, after full-year results have been published.

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Investing in Jim Cramer with this stock?

Jim Cramer, the popular and famous CNBC commentator, is airing in prime time with his financial program on US television. He is notoriously known for his predictions and calls on various investments. The energetic host of “Mad Money” with the rolled-up sleeves is highly engaged in discussing breaking news, reporting about company earnings, and of course giving his stock tips. While his track record includes both triumphs and missteps, Cramer’s unfiltered insights remain a staple for many investors. Those who don’t want to invest WITH him, can invest IN him — with a stock.

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Novo Nordisk: Weight-loss therapy for shareholders continues

The last almost five years have been a dizzying rollercoaster ride for shareholders of diabetes and obesity giant Novo Nordisk. With the beginning of the weight-loss wave in 2021, instigated by the approval of injection therapy Wegovy specifically for weight-loss, a ferocious three-year rally started. Novo shares quadrupled to above 1,000 DKK by summer 2024, making it even Europe’s most valuable company. The stock has lost 70% since then, with the cherry on top being the just released results and guidance for 2026 which sent Novo 17% lower yesterday. What now?

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Planet Fitness: Beneficiary of the weight-loss boom?

One of the booming (and at the same time a bit annoying) themes at the moment is weight-loss. Practically no day without such headlines. What in the past was a combination of a relatively clean diet paired with frequent activity to stay in shape, today seems to have shifted towards wonder drugs to do the job. Of course genetics also play a role, but broadly speaking this was the formula. In my view going to “the gym” is unlikely to be replaced by weight-loss drugs, no matter how much space they occupy in the news. To the contrary, Planet Fitness is an interesting case to have an eye on.

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Safe 20% with Kenvue?

The case of the world’s biggest pure-play consumer care company, Kenvue, is a special one. What makes it interesting is that despite being the primus inter pares, it fetched a 48.7 billion USD bid in November 2025. However, there’s a notable gap of around 20% between the takeover price and where shares currently trade. Could this be an idea, entirely uncorrelated to the broader market, for 2026 for “safe” 20%, if the deal closes?

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Reading the tea leaves of Associated British Foods + new research report

Despite my negative view on food and beverage stocks, I have not given up. Associated British Foods, or ABF in brief, appears to offer one of the better setups on the menu. The maker of Twinings Tea is still family-controlled and it has a clean balance sheet. These two points alone dramatically differentiate it from other troubled competitors. However, ABF itself isn’t free of challenges either. Its “defensive” stock last week collapsed after a disappointing trading update. In this weekly, I take a look at ABF, as there’s a potential catalyst on the horizon. Good news for all my paid-members: I’ve finally found a food stock checking my boxes. My first member eggs-clusive research report for 2026 is out of the cage.

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Can this company achieve what hasn’t been done in 20 years?

Everyone is aware of tobacco / cigarette companies and their stocks. For many investors, these are absolute core investments for their stability and high dividends. Against all negativity and a shrinking pool of smokers, tobacco companies managed to survive and thrive. Almost a year ago, my Premium PLUS members received an exclusive report from me with an idea with ties to this sector — but from an entirely different viewpoint. I am making this case public now, discussing the rollercoaster that’s behind us, but also what’s ahead of us.

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